Civic Intelligence

Synergy Ct Surgery Partnership

Plan context: Synergy Ct Surgery Partnership Retirement Plan

EIN 45-3240730 • Upland, CA • 13 filings • 1 plans

901 San Bernardino Rd., Suite 102Upland, CA 91786
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$3,345,623

2025 Contributions

$245,378

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,705,051$1,852,526$0201320192025YearValue
$3,345,623Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1260201320192025YearValue
12Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025112$3,345,623$245,378$20,448iApproximate average salary by contribution assumption: employee only about $511,204 at 4% or $340,803 at 6%; with 50% employer match about $340,803 at 4% or $227,202 at 6%; with 100% employer match about $255,602 at 4% or $170,401 at 6%.
Synergy Ct Surgery Partnership Retirement Plan-12$3,345,623$245,378$20,448iApproximate average salary by contribution assumption: employee only about $511,204 at 4% or $340,803 at 6%; with 50% employer match about $340,803 at 4% or $227,202 at 6%; with 100% employer match about $255,602 at 4% or $170,401 at 6%.
2024111$3,705,051$304,241$27,658iApproximate average salary by contribution assumption: employee only about $691,457 at 4% or $460,971 at 6%; with 50% employer match about $460,971 at 4% or $307,314 at 6%; with 100% employer match about $345,728 at 4% or $230,486 at 6%.
Synergy Ct Surgery Partnership Retirement Plan-11$3,705,051$304,241$27,658iApproximate average salary by contribution assumption: employee only about $691,457 at 4% or $460,971 at 6%; with 50% employer match about $460,971 at 4% or $307,314 at 6%; with 100% employer match about $345,728 at 4% or $230,486 at 6%.
202319$3,049,744$209,495$23,277iApproximate average salary by contribution assumption: employee only about $581,931 at 4% or $387,954 at 6%; with 50% employer match about $387,954 at 4% or $258,636 at 6%; with 100% employer match about $290,965 at 4% or $193,977 at 6%.
Synergy Ct Surgery Partnership Retirement Plan-9$3,049,744$209,495$23,277iApproximate average salary by contribution assumption: employee only about $581,931 at 4% or $387,954 at 6%; with 50% employer match about $387,954 at 4% or $258,636 at 6%; with 100% employer match about $290,965 at 4% or $193,977 at 6%.
202219$2,524,347$177,200$19,689iApproximate average salary by contribution assumption: employee only about $492,222 at 4% or $328,148 at 6%; with 50% employer match about $328,148 at 4% or $218,765 at 6%; with 100% employer match about $246,111 at 4% or $164,074 at 6%.
Synergy Ct Surgery Partnership Retirement Plan-9$2,524,347$177,200$19,689iApproximate average salary by contribution assumption: employee only about $492,222 at 4% or $328,148 at 6%; with 50% employer match about $328,148 at 4% or $218,765 at 6%; with 100% employer match about $246,111 at 4% or $164,074 at 6%.
202117$2,835,277$143,000$20,429iApproximate average salary by contribution assumption: employee only about $510,714 at 4% or $340,476 at 6%; with 50% employer match about $340,476 at 4% or $226,984 at 6%; with 100% employer match about $255,357 at 4% or $170,238 at 6%.
Synergy Ct Surgery Partnership Retirement Plan-7$2,835,277$143,000$20,429iApproximate average salary by contribution assumption: employee only about $510,714 at 4% or $340,476 at 6%; with 50% employer match about $340,476 at 4% or $226,984 at 6%; with 100% employer match about $255,357 at 4% or $170,238 at 6%.
202017$2,391,223$252,689$36,098iApproximate average salary by contribution assumption: employee only about $902,461 at 4% or $601,640 at 6%; with 50% employer match about $601,640 at 4% or $401,094 at 6%; with 100% employer match about $451,230 at 4% or $300,820 at 6%.
Synergy Ct Surgery Partnership Retirement Plan-7$2,391,223$252,689$36,098iApproximate average salary by contribution assumption: employee only about $902,461 at 4% or $601,640 at 6%; with 50% employer match about $601,640 at 4% or $401,094 at 6%; with 100% employer match about $451,230 at 4% or $300,820 at 6%.
201916$1,856,370$122,306$20,384iApproximate average salary by contribution assumption: employee only about $509,608 at 4% or $339,739 at 6%; with 50% employer match about $339,739 at 4% or $226,493 at 6%; with 100% employer match about $254,804 at 4% or $169,869 at 6%.
Synergy Ct Surgery Partnership Retirement Plan-6$1,856,370$122,306$20,384iApproximate average salary by contribution assumption: employee only about $509,608 at 4% or $339,739 at 6%; with 50% employer match about $339,739 at 4% or $226,493 at 6%; with 100% employer match about $254,804 at 4% or $169,869 at 6%.
201818$1,611,078$298,211$37,276iApproximate average salary by contribution assumption: employee only about $931,909 at 4% or $621,273 at 6%; with 50% employer match about $621,273 at 4% or $414,182 at 6%; with 100% employer match about $465,955 at 4% or $310,636 at 6%.
Synergy Ct Surgery Partnership Retirement Plan-8$1,611,078$298,211$37,276iApproximate average salary by contribution assumption: employee only about $931,909 at 4% or $621,273 at 6%; with 50% employer match about $621,273 at 4% or $414,182 at 6%; with 100% employer match about $465,955 at 4% or $310,636 at 6%.
201716$1,443,923$122,332$20,389iApproximate average salary by contribution assumption: employee only about $509,717 at 4% or $339,811 at 6%; with 50% employer match about $339,811 at 4% or $226,541 at 6%; with 100% employer match about $254,858 at 4% or $169,906 at 6%.
Synergy Ct Surgery Partnership Retirement Plan-6$1,443,923$122,332$20,389iApproximate average salary by contribution assumption: employee only about $509,717 at 4% or $339,811 at 6%; with 50% employer match about $339,811 at 4% or $226,541 at 6%; with 100% employer match about $254,858 at 4% or $169,906 at 6%.
201615$1,165,770$102,000$20,400iApproximate average salary by contribution assumption: employee only about $510,000 at 4% or $340,000 at 6%; with 50% employer match about $340,000 at 4% or $226,667 at 6%; with 100% employer match about $255,000 at 4% or $170,000 at 6%.
Synergy Ct Surgery Partnership Retirement Plan-5$1,165,770$102,000$20,400iApproximate average salary by contribution assumption: employee only about $510,000 at 4% or $340,000 at 6%; with 50% employer match about $340,000 at 4% or $226,667 at 6%; with 100% employer match about $255,000 at 4% or $170,000 at 6%.
201515$1,011,189$102,000$20,400iApproximate average salary by contribution assumption: employee only about $510,000 at 4% or $340,000 at 6%; with 50% employer match about $340,000 at 4% or $226,667 at 6%; with 100% employer match about $255,000 at 4% or $170,000 at 6%.
Synergy Ct Surgery Partnership Retirement Plan-5$1,011,189$102,000$20,400iApproximate average salary by contribution assumption: employee only about $510,000 at 4% or $340,000 at 6%; with 50% employer match about $340,000 at 4% or $226,667 at 6%; with 100% employer match about $255,000 at 4% or $170,000 at 6%.
201413$947,444$865,385$288,462iApproximate average salary by contribution assumption: employee only about $7,211,542 at 4% or $4,807,694 at 6%; with 50% employer match about $4,807,694 at 4% or $3,205,130 at 6%; with 100% employer match about $3,605,771 at 4% or $2,403,847 at 6%.
Synergy Ct Surgery Partnership Retirement Plan-3$947,444$865,385$288,462iApproximate average salary by contribution assumption: employee only about $7,211,542 at 4% or $4,807,694 at 6%; with 50% employer match about $4,807,694 at 4% or $3,205,130 at 6%; with 100% employer match about $3,605,771 at 4% or $2,403,847 at 6%.
201313$63,500$63,500$21,167iApproximate average salary by contribution assumption: employee only about $529,167 at 4% or $352,778 at 6%; with 50% employer match about $352,778 at 4% or $235,185 at 6%; with 100% employer match about $264,583 at 4% or $176,389 at 6%.
Synergy Ct Surgery Partnership Retirement Plan-3$63,500$63,500$21,167iApproximate average salary by contribution assumption: employee only about $529,167 at 4% or $352,778 at 6%; with 50% employer match about $352,778 at 4% or $235,185 at 6%; with 100% employer match about $264,583 at 4% or $176,389 at 6%.